SK海力士计划到2034年将晶圆产能提高两倍
格隆汇
06-11
据市场消息，SK集团董事长崔泰源表示，SK海力士计划到2034年将晶圆产能提高两倍，以满足日益增长的由人工智能驱动的内存芯片需求。
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Mediator
06-11
Mediator
今夕何年，2034年？因为存储是强周期性行业不敢激进扩张产能，一旦AI循环投资破灭，订单数量和价格都会立刻大幅跳水，大量库存价值减计，企业立刻就到生死线。
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